Oak Group is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott.
With a heritage dating back to 1999, Oak Group was formed in 2018 following the consolidation of 4 businesses. Since 2019, Oak Group had been majority owned and funded by the Guernsey listed Financial Services Opportunities Investment Fund Limited (FSOIF). FSOIF was managed by Ravenscroft Specialist Fund Management Limited, who played a pivotal role in guiding the group’s early development and fostering the open, client-centric culture that Oak boasts today. In late 2023, Oak Group received new strategic investment through FSOIF from Pula, the family office of long-time Guernsey resident Stephen Lansdown.
In late 2023, Oak Group received new strategic investment through FSOIF from Pula, the family office of long-time Guernsey resident Stephen Lansdown. Following regulatory approval in March 2025, Oak completed its transition to private ownership under Opera— a holding company majority backed by Pula, with additional support from like-minded partners such as Sealyham, the family office of Tom Scott. This new ownership structure is designed to drive long-term, sustainable growth and build a portfolio of global businesses.
In April 2025, Opera Limited expanded Oak Group with the strategic acquisition of Amber Trust Ltd, a Bahamian fiduciary business.
Today, Oak Group operates across Guernsey, Jersey, Isle of Man, Mauritius, and The Bahamas with more than 250 employees administering over $24 billion in assets. The group is known for its client-centric approach, commitment to excellence, and forward-thinking vision.
Company Details
- Employees
- 234
- Founded
- -
- Address
- Hirzel Street, Oak House,bahamas
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oaktrust.co.uk
- Keywords
- Funds, Corporate Services, Private Clients, Wealth Management, Foundations, Trusts, Family Office Services, Freezer Trusts, Offshore Incorporations, Reporting, Tax Compliance, Third Party Trustee, Trustee, Accounting and Finance, Corporate Governance, Listed Fund Services, Cash Management, Directorship Management, Listings, Investor Services, Financial Reporting, Company Secretarial, Corporate Administration Services, High Net Worth, Fund Administration, Global Accountings, Accountancy, High Asset Services, Fiduciary, Private Wealth, Wealth Structuring, Offshore Structuring, Offshore Wealth, High Asset Services, Private Equity, Fund Management, High Net Worth Services, Fund Administration Services, Fund Management.
- HQ
- Guernsey, St Peter Port
Oak Group Questions
Oak Group's website is oaktrust.co.uk
Oak Group's LinkedIn profile is https://uk.linkedin.com/company/oakgrouplimited
Oak Group has
234 employees.
View email and phone details for 234
employees at Oak Group.
Oak Group's industry is
Financial Services
Oak Group's top competitors are
Apex Group Ltd,
Trident Trust,
Accuro,
Jtc Group,
Axis Fiduciary Ltd,
Praxis,
Iq-Eq,
Ocorian,
Mcb Group,
Vistra.
Oak Group's categories are Financial Services
Oak Group's founding year is 1999
